> BESSENT ON U.S. ECONOMY, GDP: CAN GET TO SOMETHING WITH 3 IN FRONT OF IT THIS YEAR -CNBC
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> RUBIO DISCUSSED IRAN DEAL, SAFE TRANSIT THROUGH STRAIT OF HORMUZ, IMPORTANCE OF PEACE AND STABILITY IN REGION WITH UAE LEADERSHIP -STATE DEPARTMENT
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> BLACKROCK RECOMMENDS A 1-2% $BTC ALLOCATION FOR TRADITIONAL PORTFOLIOS, SAYING A SMALL POSITION CAN ADD UPSIDE WITHOUT TAKING OVER RISK
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> 2008 CRISIS WINNER TARGETS PRIVATE CREDIT RISKS
INVESTOR LEE ROBINSON, WHO TURNED A SUBPRIME BET INTO A 900% GAIN DURING THE 2008 CRISIS, IS NOW BETTING AGAINST INSURERS HE SEES AS EXPOSED TO PRIVATE CREDIT RISKS.
HE WARNS MARKETS ARE UNDERESTIMATING POTENTIAL LOSSES FROM THE $1.8 TRILLION PRIVATE CREDIT SECTOR.
ROBINSON SAYS ONE MAJOR INSURER SETBACK COULD TRIGGER BROADER STRESS ACROSS THE INDUSTRY.
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INVESTOR LEE ROBINSON, WHO TURNED A SUBPRIME BET INTO A 900% GAIN DURING THE 2008 CRISIS, IS NOW BETTING AGAINST INSURERS HE SEES AS EXPOSED TO PRIVATE CREDIT RISKS.
HE WARNS MARKETS ARE UNDERESTIMATING POTENTIAL LOSSES FROM THE $1.8 TRILLION PRIVATE CREDIT SECTOR.
ROBINSON SAYS ONE MAJOR INSURER SETBACK COULD TRIGGER BROADER STRESS ACROSS THE INDUSTRY.
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> 🇨🇳 CHINA TAKES SUPERCOMPUTING CROWN
CHINA’S LINESHINE HAS OVERTAKEN THE U.S.'S EL CAPITAN AS THE WORLD’S FASTEST SUPERCOMPUTER, RANKING NO. 1 ON THE LATEST TOP500 LIST.
BUILT WITH DOMESTICALLY DEVELOPED TECHNOLOGY, LINESHINE OUTPERFORMED ITS U.S. RIVAL BY 22%.
THE ACHIEVEMENT MARKS A MAJOR MILESTONE FOR CHINA’S PUSH TO BUILD AN INDEPENDENT HIGH-PERFORMANCE COMPUTING ECOSYSTEM DESPITE U.S. TECHNOLOGY RESTRICTIONS.
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CHINA’S LINESHINE HAS OVERTAKEN THE U.S.'S EL CAPITAN AS THE WORLD’S FASTEST SUPERCOMPUTER, RANKING NO. 1 ON THE LATEST TOP500 LIST.
BUILT WITH DOMESTICALLY DEVELOPED TECHNOLOGY, LINESHINE OUTPERFORMED ITS U.S. RIVAL BY 22%.
THE ACHIEVEMENT MARKS A MAJOR MILESTONE FOR CHINA’S PUSH TO BUILD AN INDEPENDENT HIGH-PERFORMANCE COMPUTING ECOSYSTEM DESPITE U.S. TECHNOLOGY RESTRICTIONS.
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> U.S. Q1 CURRENT ACCOUNT BALANCE -226.8 BLN DLRS (CONS -215.0 BLN) VS Q4 BALANCE -221.1 BLN (PREV -190.7 BLN)
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> JPMORGAN LOWERS OIL PRICE OUTLOOK
JPMORGAN CUT ITS BRENT CRUDE FORECAST FOR THE SECOND HALF OF 2026, CITING WEAKER INVENTORY DRAWS AND SOFTER-THAN-EXPECTED DEMAND.
THE BANK NOW SEES BRENT AVERAGING $86 PER BARREL IN Q3, $80 IN Q4, AND ENDING 2026 AT $78.
JPMORGAN ALSO WARNED THAT EXCESS SUPPLY COULD REQUIRE PRODUCTION CUTS IN EARLY 2027.
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JPMORGAN CUT ITS BRENT CRUDE FORECAST FOR THE SECOND HALF OF 2026, CITING WEAKER INVENTORY DRAWS AND SOFTER-THAN-EXPECTED DEMAND.
THE BANK NOW SEES BRENT AVERAGING $86 PER BARREL IN Q3, $80 IN Q4, AND ENDING 2026 AT $78.
JPMORGAN ALSO WARNED THAT EXCESS SUPPLY COULD REQUIRE PRODUCTION CUTS IN EARLY 2027.
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> BITCOIN DROP COULD PRESSURE STRATEGY
STRATEGY’S $53 BILLION BITCOIN HOLDINGS CURRENTLY COVER ITS FINANCING COSTS, BUT A DEEPER BITCOIN DECLINE COULD MAKE FUNDING MORE DIFFICULT.
ANALYSTS ESTIMATE THAT IF BITCOIN FALLS TO $30,000, STRATEGY MAY NEED SUBSTANTIAL SHARE ISSUANCE TO MEET OBLIGATIONS, INCREASING PRESSURE ON MSTR STOCK.
IN A SEVERE DOWNTURN, SELLING BITCOIN COULD BECOME A FALLBACK OPTION, POTENTIALLY ADDING FURTHER PRESSURE TO THE CRYPTOCURRENCY.
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STRATEGY’S $53 BILLION BITCOIN HOLDINGS CURRENTLY COVER ITS FINANCING COSTS, BUT A DEEPER BITCOIN DECLINE COULD MAKE FUNDING MORE DIFFICULT.
ANALYSTS ESTIMATE THAT IF BITCOIN FALLS TO $30,000, STRATEGY MAY NEED SUBSTANTIAL SHARE ISSUANCE TO MEET OBLIGATIONS, INCREASING PRESSURE ON MSTR STOCK.
IN A SEVERE DOWNTURN, SELLING BITCOIN COULD BECOME A FALLBACK OPTION, POTENTIALLY ADDING FURTHER PRESSURE TO THE CRYPTOCURRENCY.
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